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For transferred shares, provide per-trade data, and then ability to sync to Sharesight/Navexa
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Ability to sync/update Sharesight portfolio using holdings that were transferred to Pearler from another brokerage
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89 upvotes
Pearler Community
Requested on 10 May 2021
Comments (15)
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Steven
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Investor
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Fri, 27th January 2023
I've got Micro Investments with Pearler, but the Sharesight sync doesn't seem to handle that. If it can't then there needs to be a way to export the data so it can be imported to Sharesight.
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Hayden
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Pearler
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Wed, 11th May 2022
Hi all! As per previous comment in relation to limitations, this is the most we are able to do on this topic: https://pearler.com/learn/blog/sharesight-adding-shares
Unless something fundamental changes with technology I will mark this as Complete
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Hayden
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Pearler
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Sun, 1st May 2022
We had this planned and did further investigation. I want to explain the problem.
When you transfer shares, we actually don't get your "trade" history. If you bought 100 units of VAS over 12 trades, 8-9 units at a time... when it's transferred, we just see a random 100 units appear in your account. We don't get any historical trade data. That stays with your old broker.
The only way to push data to Sharesight is the trades. Sharesight also does all its math from this. That means to build this feature we'd have to get you to manually enter each trade, including date, amount, ticker etc.
Reality is that if you're going to all that effort, you might as well just enter it manually on Sharesight.
I can't see a path forward where Pearler managing this is very helpful for the time we spend compared to other things, but at the very least we might be able to put together a help article that assist in how to do this.
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Hayden
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Pearler
marked this request as
UNDER REVIEW
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Sun, 1st May 2022
Hayden
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Pearler
marked this request as
PLANNED
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Mon, 28th February 2022
Ian
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Investor
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Wed, 2nd February 2022
Could we get an update on if this request is being considered.
I'd suspect a majority of Pearler users have transferred holdings from other brokers, and without the ability to include the relevant data from transfers means that all of the information in the Net Wealth summary (pictured) is pointless, as it doesn't apply to the full portfolio
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Zachary
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Investor
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Tue, 1st February 2022
Yep and Issuer sponsored holdings too please
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Hayden
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Pearler
marked this request as
UNDER REVIEW
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Mon, 10th January 2022
Nicholas Talerico
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Thu, 12th August 2021
Hi Team,
Any update on this? This is the first group we see on the app / website and it's showing incorrect data.
Also - would be good if we could get the accurate number then even split it by capital / dividends.
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Peter Nguyen
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Mon, 12th April 2021
Would it be an option to grab that number from sharesight
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